blew us all to bits, page-14

Lynas is a start up that has taken time. That time seems to have come.

After years of delays the reports are of production level capability. Whether this translates into hard sales and profits is another story. i think it must, though, whether right now or in a matter of months. Startups of $800 Million plants are never easy. Murphy's is the primary law applicable.

Until now it has been a spec stock or one that, for me at least, makes broad common sense (Ha!).

The world is changing in a way that I think will impact Lynas positively. The Chinese and their largest end customer for RE's, Japan, are on the outs and it doesn't look like getting better any time soon. It is no longer business as usual.

Japan has to look elsewhere for its supply as they begin to transit out of China. This is becoming a trend as costs increase and the difficulty of doing business there for Japanese companies rises.

Having a footprint outside of China only makes sense and the Malaysian government is trying to build an alternative infrastructure. In addition, YoY RE usage is growing independent of micro issues.

Lynas' business model makes sense. This to me looks like a retirement stock. Looking at it in 5-10 years, I think it will become another pillar of the mining sector.

Mileage will vary. DYOR.